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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,332 | $106,524-6.8% | $152,301-34.8% | $87,485+13.5% |
| Participation rate | 93.8% | 75.8%+18.1pp | 82.4%+11.4pp | 68.9%+24.9pp |
| Annual return | 17.97% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $3,568 | $3,371+5.8% | $4,624-22.9% | $2,596+37.4% |
| Participant deferral / active EE | $10,959 | $6,525+68.0% | $8,004+36.9% | $4,274+156.4% |
| Admin fee / account holder | $6,573 | $8,287-20.7% | $14,398-54.3% | $7,775-15.5% |